Financial Adviser
· FORTITUDE VALLEY, QLD
Michael Edward Reginald Jurgensen
No disciplinary history on record with ASIC
FORTITUDE VALLEY,
QLD
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000662
About Michael Edward Reginald Jurgensen
Michael Edward Reginald Jurgensen is a financial adviser based in Fortitude Valley, Queensland, with 15 years of experience in the financial services industry since 2011. Michael is currently authorised under Fortnum Private Wealth. Michael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michael's qualifications include a Bachelor of Commerce (Finance) from University of Southern Queensland.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Not SMSF
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Commerce (Finance)
University of Southern Queensland
2011
Diploma of Financial Services (Financial Planning)
MLC Limited
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2016
Commercial Law
Kaplan Higher Education Pty Limited
2016
Tax for Financial Advising
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Not SMSF
Excluding Self Managed Superannuation Funds
QINVEST LIMITED
Source: ASIC Financial Advisers Register